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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-07 |
Branch Locations
24163 Peachland Blvd., Port Charlotte, FL 33954 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 02/2024 | 03/2025 |
| University South Florida | Tampa | FL | 04/2022 | 12/2023 |
| State College Of Florida | Venice | FL | 04/2019 | 12/2021 |
| City Facilities Management (Fl) Llc | Port Charlotte | FL | 08/2018 | 04/2019 |
| Village On The Isle | Nokomis | FL | 05/2018 | 08/2018 |
| Charlotte County Utilities | Port Charlotte | FL | 06/2017 | 04/2018 |
| U.S. Army | Ft. Campbell | KY | 10/2010 | 03/2017 |
| Gap In Between Semesters | Port Charlotte | FL | 12/2021 | 04/2022 |
| Trinity Wealth Securities, Llc | Tampa | FL | 07/2024 | 03/2025 |
| Osaic Institutions Inc. | Meriden | CT | 03/2025 | Present |
| Crews Bank & Trust | Port Charlotte | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-22 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-02 |
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